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Vanguard Mega Cap Growth ETF

709 hedge funds and large institutions have $9.58B invested in Vanguard Mega Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 266 increasing their positions, 205 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 46

30% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 205

22% more funds holding in top 10

Funds holding in top 10: 5162 (+11)

7% more capital invested

Capital invested by funds: $8.97B → $9.58B (+$609M)

5% more funds holding

Funds holding: 675709 (+34)

19.75% less ownership

Funds ownership: 272.88%253.13% (-20%)

74% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $139M

Holders
709
Holders Change
+34
Holders Change %
+5.04%
% of All Funds
10.21%
Holding in Top 10
62
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+21.57%
% of All Funds
0.89%
New
91
Increased
266
Reduced
205
Closed
46
Calls
$36.6M
Puts
$139M
Net Calls
-$102M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$3.67M +$263K +4,770 +8%
ZF
177
Zhang Financial
Michigan
$3.6M +$285K +5,170 +9%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$3.59M -$25.7K -465 -0.7%
FWA
179
FSC Wealth Advisors
New York
$3.55M +$22.6K +410 +0.7%
FAIM
180
Financial Advocates Investment Management
Washington
$3.46M +$421K +7,635 +14%
AAS
181
Avantax Advisory Services
Texas
$3.44M +$315K +5,710 +11%
GRP
182
Global Retirement Partners
California
$3.42M +$142K +2,575 +5%
PCA
183
Prosperity Capital Advisors
Ohio
$3.35M +$603K +10,925 +23%
HIS
184
Horizon Investment Services
Indiana
$3.31M -$22.3K -405 -0.7%
FPW
185
Flagship Private Wealth
Massachusetts
$3.3M +$466K +8,445 +17%
FPCG
186
Forum Private Client Group
Indiana
$3.27M -$256K -4,635 -8%
RSWM
187
Robertson Stephens Wealth Management
California
$3.27M -$81.7K -1,480 -3%
FHA
188
First Horizon Advisors
Tennessee
$3.26M -$5.24K -95 -0.2%
KA
189
Kovack Advisors
Florida
$3.22M +$91.9K +1,665 +3%
MSFS
190
Main Street Financial Solutions
Pennsylvania
$3.15M +$179K +3,245 +6%
AA
191
Apriem Advisors
California
$3.14M +$3.02M +54,770 New
HWA
192
Hilltop Wealth Advisors
North Carolina
$3.12M -$87.5K -1,585 -3%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$3.12M +$1.38M +25,045 +85%
EWA
194
Encompass Wealth Advisors
Oregon
$3.05M -$1.1K -20 -0%
PI
195
PFG Investments
New York
$2.93M +$2.82M +51,050 New
SVCP
196
Silicon Valley Capital Partners
California
$2.92M -$172K -3,115 -6%
RPSA
197
Richard P. Slaughter Associates
Texas
$2.89M -$79.2K -1,435 -3%
UCFA
198
United Capital Financial Advisors
Texas
$2.87M -$62.3K -1,130 -2%
BP
199
Ballentine Partners
Massachusetts
$2.85M -$31.7K -575 -1%
BFWM
200
Bright Futures Wealth Management
New York
$2.84M +$2.47M +44,740 New

MGK Hedge Fund Activity: Q1 2024 in Review

709 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Growth ETF (MGK) for Q1 2024, worth a combined $9.58B — up 6.8% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MGK positions and 46 closed out — a net gain of 45 holders — while 266 added to existing stakes and 205 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $110M. The largest seller was Morgan Stanley, cutting an estimated $468M.

  • 709 institutional investors held Vanguard Mega Cap Growth ETF (MGK) as of Q1 2024, up from 675 in Q4 2023.
  • Funds reported $9.58B of Vanguard Mega Cap Growth ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 91 funds opened new Vanguard Mega Cap Growth ETF positions in Q1 2024 and 46 closed out, a net change of +45 holders.
  • The largest Vanguard Mega Cap Growth ETF buyer in Q1 2024 was Angeles Investment Advisors, an estimated $110M added.
  • The largest Vanguard Mega Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $468M sold.

Based on aggregated 13F filings for Q1 2024.